Customer Engagement news & resources

Microsoft Dynamics 365 Customer Service boosts efficiency with new bots, with IoT on the way

by Jason Gumpert

Latest features and some due soon update Dynamics 365 Customer Service. 

AI BI and Reporting Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Customer Service Insights Dynamics 365 Unified Communication
safety-deposit-boxes.jpg

Digital transformation: Weighing the impact on profit and people

by Tristan Dennis

Can technology that transforms industries through automation also serve the larger economic interests of workers in developing nations? 

AI Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Power Automate
ed_gonzales.jpg

Microsoft Dynamics Profile: For new MVP, a polymath mindset breeds D365 and Power Platform progress

by Linda Rosencrance

New Microsoft MVP Ed Gonzales explains his "polymath" approach to Dynamics 365 and Power Platform.

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Data Integration Distribution Dynamics 365 Finance and Operations MVP Manufacturing Power Apps Power Automate

Summit Europe and extreme365 events postponed due to Coronavirus

by MSDW Reporter

The Dynamics and Power Platform community events have been pushed back to June 29. 

Business Central Community Summit Europe 2020 Coronavirus Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Platform extreme365 Europe 2020

MSDW Podcast: News Roundup featuring SMB ERP cloud tools, Sales investment, Virtual agents, Commerce, and more

by MSDW Reporter
AI Business Central Commerce Copilot Studio Customer Engagement Distribution Dynamics 365 E-Commerce Finance and Operations MSDW Podcast Manufacturing Power Platform
gantt-clip.png

Microsoft Dynamics 365 Project Operations: The road to "the new PSA"

by Jelena Yaruchyk

Why another project management app from Microsoft? 

Customer Engagement Dynamics 365 Professional Services Project Management Project Operations Project Service Automation Resource Dispatch & Scheduling Service Management
d365-project-ops-screen.png

Microsoft to introduce two new Dynamics 365 apps: Project Operations, Finance Insights

by Jason Gumpert

D365 Project Operations, a replacement for PSA, promises a new solution for front and back office needs.

3PL AI Accounting Customer Engagement Customer Insights Customer Relationship Mgmt Dynamics 365 Finance and Operations Financial Management Forecasting Project Management Project Operations

Community Summit Europe 2020 Session Preview: Projects & People in a SaaS World

by James Crowter

At Community Summit Europe, attendees will explore the changing role of Dynamics ERP consultants.

Business Central Community Summit Europe 2020 Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Platform Project Management SaaS extreme365 Europe 2020

Microsoft Dynamics Partner Roundup: Acquisition; D365CE implementation; New president; Expansion

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Azure Business Central Customer Engagement Dynamics 365

MSDW Podcast: Chuck Ingram on the quest for great CRM outcomes

by Jason Gumpert
Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM MSDW Podcast Project Management

LATEST VENDOR RESOURCES

Copilot Wizardry in Dynamics 365 Customer Insights

Coffee + Dunn

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions

By the Power of Data! Using Marketing Forms in Dynamics 365 Customer Insights - Journeys

Coffee + Dunn

Dynamics 365 F&O: Benefits of Connecting to CRM, the Power Platform, and the Rest of Your Stack

Encore Business Solutions

Best Practices for Lead Management in Dynamics 365 CRM

Encore Business Solutions
More Customer Engagement Videos

How to Use Custom Views and Charts in Dynamics 365 CRM

Encore Business Solutions
Leveraging customized views and charts in Dynamics 365 CRM makes it easier for sales and service teams to manage and analyze data.
Customer Engagement Dynamics 365 Dynamics CRM Sales

Microsoft Dynamics 365 Pricing & Licensing Guide 2025

Dynamics Square USA
Choose the right apps, users, and plans without getting lost in the technical jargon
AI Business Central Commerce Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics CRM Dynamics GP Dynamics Marketing

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice Dynamics 365

Salesforce 101: A Detailed Analysis for Positioning Dynamics 365

Seer 365
What to know about the architecture, ISV market, migrations, licensing, and more
Customer Engagement Customer Relationship Mgmt Dynamics 365 Sales & Marketing Salesforce

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil
More Customer Engagement White Papers

Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Microsoft Dynamics 365 Sales Implementation: How a USA Manufacturer Transformed Its Sales Operations

Dynamics Square USA
Real-time visibility into every stage of the sales pipeline
AI Customer Engagement Distribution Distribution Dynamics 365 Manufacturing Sales Insights

How Pinnacle Textiles Boosted Sales and Unburdened Service Teams with Dynamics GP-Integrated Ecommerce

k-ecommerce
How k-ecommerce Helped Pinnacle Textiles Reach Their Ecommerce and Customer Service Goals
Business Central Commerce Customer Engagement Dynamics 365 Dynamics GP Sales Textile & Apparel

Digital Transformation at UBCJA

Encore Business Solutions
How UBCJA is Enhancing Organizational Efficiency and Member Connectivity Through Strategic Technology Partnership
Business Central Construction Customer Engagement Dynamics 365 Sales Sales Insights
More Customer Engagement Case Studies

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
AI Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)

ServiceTeam ITAM

ServiceTeam ITAM lets you leverage Microsoft Power Apps, Dynamics 365 and the Power Platform eco-system to proactively plan...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Power Apps Power Automate Power BI Power Pages Power Platform

IT Service Management for Dynamics 365 Customer Service

Combine ITIL best practice with a market-leading service CRM to boost customer loyalty, internal productivity and team...
Customer Engagement Customer Service Customer Service Dataverse (CDS) Dynamics 365 IT Asset Management (ITAM) IT Service Management (ITSM) Power Pages Power Platform
More Customer Engagement Solutions